AE Wealth Management’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

AE Wealth Management’s Portfolio CYA Stock Details CYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,862	Closed	-$10.3K	–	2071
2023 Q4	$10.3K	Buy	6,862 +6,032	+727%	+$225K	﹤0.01%	2027
2023 Q3	$88K	Sell	830 -35,106	-98%	-$3.73M	﹤0.01%	1849
2023 Q2	$4.2M	Buy	+35,936	New	+$5.43M	0.03%	594

AE Wealth Management's CYA Position: Q1 2024 in Review

AE Wealth Management sold out of Simplify Tail Risk Strategy ETF (CYA) in Q1 2024, closing a stake of 6,862 shares — an estimated $10.3K sold.

AE Wealth Management first reported a position in CYA in Q2 2023 and held it in 3 quarters. The position peaked at $4.2M in Q2 2023. 0 funds tracked by Wall St. Rank hold CYA as of Q1 2024.

AE Wealth Management reported no remaining Simplify Tail Risk Strategy ETF position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 6,862 Simplify Tail Risk Strategy ETF shares in Q1 2024, an estimated $10.3K.
AE Wealth Management first reported a position in Simplify Tail Risk Strategy ETF in Q2 2023 and held it in 3 quarters.
AE Wealth Management's Simplify Tail Risk Strategy ETF position peaked at $4.2M in Q2 2023.
0 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.